AccountsPortal Help Documentation

Updating multiple Invoices from Draft to Approved

You can update multiple invoices or credit notes from Draft to Approved status by performing the following steps:

  • Navigate to the Sales or Purchases tab
  • Select the Draft tab
  • If necessary, apply a filter to the view, or change the number of transactions displayed
  • Select the transactions that you wish to update by ticking the check-boxes on the left hand side
  • Scroll down to the bottom left of the page and click the Approve button (located after the last check-box).